Skip to main content

Posts

Showing posts with the label SocialSecurityPlanning

Simplistic Tools for My DIY RWS Spreadsheet: The Sequel

In the second part of my DIY Retirement Withdrawal Strategy spreadsheet redesign, I look at the real simple formula I am using. I also review the fix I made to the spousal Social Security calculation to prevent our spouse from taking a spousal benefit before the primary benefit starts. I am not a professional. I have no initials after my name, so take these as entertaining ideas from one educated consumer to another. Always do your own due diligence. And seek out a professional if you need one. Be sure to hit the notification for Part 3 of this series.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Real Simple Tools in My DIY RWS Spreadsheet: Part 2 In our previous article, we introduced Real Simple Tools as a powerful toolset for managing spreadsheets. These tools offer help with various tasks, such as formatting data, sorting data,

When to start Social Security

Discussion of the the main topics to consider when deciding when to start your Social Security benefits Links in this video: retirement planning Insights - Taxes in Retirement - #RetirementPlanning #TaxPlanning #SocialSecurity DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Tenon Financial LLC make any guarantees to its accuracy.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA When it comes to planning for retirement, one of the most important decisions you will make is when to start Social Security. With so many options and factors to cons